We are live on ! Find out more
EVRG icon

Evergy

592 hedge funds and large institutions have $10.4B invested in Evergy in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 174 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

40% more call options, than puts

Call options by funds: $7.93M | Put options by funds: $5.67M

13% more capital invested

Capital invested by funds: $9.27B → $10.4B (+$1.17B)

6% more funds holding

Funds holding: 561592 (+31)

2.01% more ownership

Funds ownership: 81.01%83.02% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

23% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 227

Holders
592
Holders Change
+31
Holders Change %
+5.53%
% of All Funds
10.48%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
104
Increased
174
Reduced
227
Closed
66
Calls
$7.93M
Puts
$5.67M
Net Calls
+$2.26M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ARMT
301
Amica Retiree Medical Trust
Rhode Island
$635K +$127K +2,310 +25%
Allianz Asset Management
302
Allianz Asset Management
Germany
$626K -$277K -5,054 -31%
CC
303
Centiva Capital
New York
$624K -$501K -9,124 -45%
GAM
304
Gotham Asset Management
New York
$610K -$1.94M -35,391 -76%
B
305
BP
United Kingdom
$607K -$568K -10,355 -49%
QI
306
QS Investors
New York
$603K -$11.1M -201,606 -95%
CGH
307
Crossmark Global Holdings
Texas
$599K -$105K -1,910 -15%
SFSG
308
Sound Financial Strategies Group
Mississippi
$592K +$586K +10,672 New
PA
309
Profund Advisors
Maryland
$579K -$22.1K -403 -4%
Mercer Global Advisors
310
Mercer Global Advisors
Colorado
$573K +$124K +2,268 +28%
PAG
311
Private Advisor Group
New Jersey
$561K +$10.8K +197 +2%
MWM
312
Mattern Wealth Management
Kansas
$558K +$549 +10 +0.1%
Canada Pension Plan Investment Board
313
Canada Pension Plan Investment Board
Ontario, Canada
$554K -$6.79M -123,727 -93%
X
314
Xponance
Pennsylvania
$546K +$38.6K +703 +8%
NGA
315
Naples Global Advisors
Florida
$523K
SGI
316
Summit Global Investments
Utah
$504K +$124K +2,260 +33%
AWM
317
AE Wealth Management
Kansas
$503K +$34.8K +634 +8%
AWM
318
Aevitas Wealth Management
Massachusetts
$500K -$27.9K -508 -5%
FCIM
319
Fairview Capital Investment Management
California
$499K
FMT
320
First Mercantile Trust
Tennessee
$493K +$218K +3,981 +81%
William Blair & Company
321
William Blair & Company
Illinois
$489K +$91.4K +1,666 +23%
GAMC
322
Garner Asset Management Corp
Texas
$484K +$16.5K +301 +4%
CG
323
Caprock Group
Idaho
$474K -$7.13K -130 -1%
IRF
324
IBM Retirement Fund
New York
$465K +$55.4K +1,009 +14%
WAM
325
World Asset Management
Michigan
$456K -$19.5K -356 -4%

EVRG Hedge Fund Activity: Q4 2020 in Review

592 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2020, worth a combined $10.4B — up 13% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new EVRG positions and 66 closed out — a net gain of 38 holders — while 174 added to existing stakes and 227 trimmed.

The largest buyer was Elliott Investment Management, opening a new position worth an estimated $578M. The largest seller was Credit Suisse, cutting an estimated $127M.

  • 592 institutional investors held Evergy (EVRG) as of Q4 2020, up from 561 in Q3 2020.
  • Funds reported $10.4B of Evergy stock for Q4 2020, up 13% quarter-over-quarter.
  • 104 funds opened new Evergy positions in Q4 2020 and 66 closed out, a net change of +38 holders.
  • The largest Evergy buyer in Q4 2020 was Elliott Investment Management, an estimated $578M added.
  • The largest Evergy seller in Q4 2020 was Credit Suisse, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2020.